New Client Specialist - Legal Intake
Job description
Role Objective:
You are the first voice anyone who calls our firm will hear so it’s imperative that you greet callers with a warm, friendly, and welcoming demeanor. No matter the subject of the call we want everyone to walk away feeling appreciated, heard, and valued after speaking to our team.
We offer opportunities for periodic bonuses, recognition, and other perks when KPIs are met.
Compensation:$15 - $17 hourly
Responsibilities:- Obtain new client information by answering incoming calls, discussing facts with potential new clients (PNC), and verifying all information is correct
- Accurately enter client information in the case management system (Litify) and document intake activity in a timely manner (calls, texts, emails, etc)
- Once a PNC is qualified as a case we “want” you will assist PNCs with e-signing documentation, scheduling investigators to meet with PNCs, or scheduling them to come to the office to sign. If there is hesitation, it is your job to sell the firm and our services.
- Follow up on all outstanding Intakes from the night/day before in an attempt to convert
- Set up new Matters in Litify and assign them to the proper Matter Team
- Process, scan and save mail received daily
- Continue to follow up on potential new clients regarding missed appointments or unsigned electronic documents
- Organize and clean kitchen area (run and unload the dishwasher, take out the trash, clean out fridge on Friday, etc)
- Quickly reroute existing client calls to the Case Manager
- At times, complete office opening and closing duties (turning lights on/off, locking/unlocking doors, etc)
- Able to work nights and weekends
KPIs:
- Convert a minimum of 92.5% of “wanted” intakes (shooting for 95%)
- Convert a minimum of 8 cases each week
- Complete a minimum of 20 intakes each week
- Prior customer service/sales experience
- Excellent computer skills
- Ability to handle disruptions in your day and re-focus
- Ability to meet KPIs
- Attention to detail and accuracy
- Ability to problem solve and think on your feet
We are a growing Charleston Personal Injury Law Firm with a fast-paced, team environment working with injured clients and their legal concerns. We prioritize culture and fit over experience. We are happy to train anyone with a desire to learn and grow. If you have a competitive spirit, love working in a team environment, and believe in fighting for the little guy then we invite you to apply today!
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